GWM
NXGN

Gupta Wealth Management’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Gupta Wealth Management’s Portfolio NXGN Stock Details NXGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,400
Closed -$23K – 1307
2015
Q4 		$23K Buy
+1,400
New +$20.4K 0.01% 631

Other funds holding NXGN

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gupta Wealth Management's NXGN Position: Q1 2016 in Review

Gupta Wealth Management sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q1 2016, closing a stake of 1,400 shares — an estimated $23K sold.

Gupta Wealth Management first reported a position in NXGN in Q4 2015 and held it in 1 quarter. The position peaked at $23K in Q4 2015. 183 funds tracked by Wall St. Rank hold NXGN as of Q1 2016.

  • Gupta Wealth Management reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 1,400 NextGen Healthcare, Inc. Common Stock shares in Q1 2016, an estimated $23K.
  • Gupta Wealth Management first reported a position in NextGen Healthcare, Inc. Common Stock in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's NextGen Healthcare, Inc. Common Stock position peaked at $23K in Q4 2015.
  • 183 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.